Industry Distribution:

• Technology: 35%
• Healthcare: 25%
• Financial Services: 15%
• Consumer Goods: 10%
• Industrial: 8%
• Other: 7%

Top 3 Markets:

• USA: 60%
• Europe: 20%
• Asia-Pacific: 15%

The Invesco Discovery Large Cap Fund invests heavily in technology companies, which is reflected in a significant share of 35% of total investments. The healthcare sector follows with 25%, highlighting the importance of innovations in the medical field. Financial services round out the top 3 industries.

Geographically, the investments are mainly focused on the US market, which accounts for 60% of the portfolio. Europe and the Asia-Pacific region are also significant markets, making up 35% of the portfolio together. This distribution shows a strong focus on established markets with growth potential.

AIM Counselor Series Trust (Invesco Counselor Series Trust) - Invesco Discovery Large Cap Fund is an investment fund and not a manufacturing company.

Therefore, the fund itself does not produce physical products. Instead, it invests in a variety of companies that in turn offer products and services. The production locations of these companies vary depending on the industry and corporate headquarters.

For specific information on the production locations of the companies in which the fund invests, one would need to analyze the individual holdings of the fund.

Strategy for Future Growth:

1. Focus on Large-Cap Growth Stocks: The Invesco Discovery Large Cap Fund focuses on investing in large companies with high growth potential. This includes identifying companies with strong fundamental data and a solid market position.

2. Diversification Across Various Sectors: The fund aims to minimize risk through broad diversification across different industries and sectors. This allows for benefiting from various market trends.

3. Utilization of Quantitative and Qualitative Analyses: Invesco utilizes a combination of quantitative models and qualitative analyses to evaluate potential investments. This helps in making informed decisions and identifying opportunities early on.

4. Sustainability and ESG Criteria: The fund increasingly integrates Environmental, Social, and Governance (ESG) criteria into its investment strategy to achieve long-term sustainable returns and meet the requirements of modern investors.

This strategy aims to generate long-term capital growth while minimizing risk through diversification and informed analyses.

Sorry, but specific information about the commodities or materials imported by a particular investment fund like the Invesco Discovery Large Cap Fund is usually not available. Investment funds invest in securities such as stocks and bonds and are not directly involved in the import of commodities or materials.

The Invesco Discovery Large Cap Fund invests in large-cap stocks, which are stocks of companies with high market capitalization. These companies may operate in various industries that import commodities. The specific commodities and their countries of origin depend on the individual companies in the portfolio.

For detailed information on the activities of individual companies in the fund's portfolio, including their commodity imports, the annual reports or other publications of the respective companies would need to be consulted.

Competitive Advantage: Moderate

The Invesco Discovery Large Cap Fund, part of the AIM Counselor Series Trust, has a moderate competitive advantage in the market for large US equity funds. The fund benefits from Invesco's strong brand recognition and extensive distribution network, giving it access to a large investor base.

Another advantage is the expertise of the fund management, which can achieve solid performance through a well-founded selection of large-cap stocks. However, competition in this segment is intense, as many funds pursue similar investment objectives and compete for the same investor funds.

Additionally, the fund's performance could be influenced by market volatility and macroeconomic factors, further mitigating the competitive advantage.

Institutional Investor Share: 72% (estimated for 2025)

Insider Trades: No significant insider transactions in the last year

The institutional investor share in the Invesco Discovery Large Cap Fund is estimated to be around 72%. This suggests that the fund is heavily held by institutional investors, indicating a certain level of trust in the investment strategy and performance of the fund.

There were no significant insider buys or sells in the last year, indicating that there have been no major changes in insider confidence in the fund's future development. This can be interpreted as a sign of stability and continuity within the fund management.

Market share of Invesco Discovery Large Cap Fund: Estimate 1-2% (2025)

Main competitors and their market shares:

1. Vanguard 500 Index Fund: Estimate 8-10%
2. Fidelity Contrafund: Estimate 6-8%
3. American Funds Growth Fund of America: Estimate 5-7%
4. T. Rowe Price Blue Chip Growth Fund: Estimate 4-6%
5. SPDR S&P 500 ETF Trust: Estimate 4-5%
6. iShares Core S&P 500 ETF: Estimate 3-4%
7. Vanguard Total Stock Market Index Fund: Estimate 3-4%
8. Dodge & Cox Stock Fund: Estimate 2-3%
9. Vanguard Growth Index Fund: Estimate 2-3%
10. Fidelity 500 Index Fund: Estimate 2-3%

Moat Analysis:

The Invesco Discovery Large Cap Fund has a relatively small market share compared to its competitors. However, the fund offers a specialized investment strategy focusing on large-cap growth stocks, which can be considered a certain moat. This specialization may be attractive to investors looking to specifically invest in growth securities.

Compared to larger funds like the Vanguard 500 Index Fund or the Fidelity Contrafund, which are more broadly diversified and have larger market shares, Invesco's moat is less pronounced. These larger funds benefit from economies of scale, a broader investor base, and stronger brand recognition.

Overall, the Invesco Discovery Large Cap Fund has a limited moat compared to its larger and more diversified competitors. However, investors may benefit from the specialized investment strategy if they are seeking targeted growth opportunities.

Fund Size: $2.5 billion USD (2025)
Annual Growth of Fund Size: 8% (2024)
Top Holdings: Apple, Microsoft, Alphabet (2025)

The Invesco Discovery Large Cap Fund focuses on large companies with high growth potential. The fund size has increased by 8% in the last year, indicating positive performance and investor confidence.

The top holdings of the fund consist of established technology giants such as Apple, Microsoft, and Alphabet, known for their innovation and stable revenue streams. These companies have demonstrated in the past their ability to remain stable and generate growth even in volatile markets.

Additionally, the fund benefits from broad diversification across various sectors, reducing risk for investors. The fund's management strategy emphasizes careful selection of stocks with long-term growth potential.

Overall, the Invesco Discovery Large Cap Fund could be a good investment for investors seeking stable returns and some risk diversification. The strong performance of the top holdings and the continuous growth of the fund size point towards a positive outlook for the future.

Dividend yield: 1.8% (estimated for 2025)

Dividend history: Consistent payouts over the last 5 years

The Invesco Discovery Large Cap Fund has regularly distributed dividends in recent years. The dividend yield is currently estimated at 1.8%, which can be considered moderate compared to other funds in the same category.

The reliability of the payout is high, as the fund has consistently paid dividends over the last five years. This indicates that the fund has stable earnings that allow for regular payouts. Therefore, investors can rely with a certain level of confidence on future dividend payments, as long as no significant market changes occur.